Enabling the Integration

• Navigate to the Integration tab in the sidebar.
• Select the Tax category and click Next.
• Click on Avalara to open the configuration pop-up.
• Enter your Avalara credentials and settings:
  • Username & Password: Your Avalara account login.
  • Client ID & Client Profile ID: Found in your Avalara dashboard.
  • Business & Service Class: Define your primary service types.
  • Toggles: Set your preferences for Facilities, Franchise, Exclusion Tax, and Active status.
• Click Save.

Mapping Your Services

For Avalara to calculate tax accurately, you need to tell it exactly what you're selling.

1. Click the green Add Mapping button within the Avalara pop-up.
2. On the Avalara Mapping screen, you will see lists for Subscriptions, Items, and Others (like Usage, SMS, Data).
3. Click the Edit (pencil icon) next to any item to set its:
   • Sales Type
   • Transaction Type
   • Service Type
4. Click Save for each mapping.

Configuring Billing Classes

Now, let’s make sure your customers are actually being billed using the Avalara engine.

1. Go to Settings > Billing Class.
2. Click Edit on the Billing Class you want to update.
3. In the Tax Rate dropdown, select Avalara.
4. A new Avalara tab will appear at the top. Click it to access advanced settings:
   • Customer Type: Select the relevant category for this billing class.
   • Lifeline: Toggle this on if applicable to your customer base.

Managing Tax Exemptions

One of Avalara's best features is the ability to handle complex exemptions directly.

1. While in the Avalara tab of your Billing Class, click the Add Exemption button.
2. Fill in the exemption details:
   • Exemption Name & Scope: (Federal, State, County, or City).
   • Location Details: Country, Region, City, and Postal Code.
   • PCode: The specific Avalara tax code for this exemption.
3. Click Save.

Posting Invoices to Avalara

Once your invoices are sent and the numbers are finalized, you need to "post" them to Avalara for record-keeping and compliance.

1. Navigate to Billing > Invoice.
2. Select the invoices you wish to process.
3. Click the Action button and select Avalara Invoice Post.